JANA PARTNERS LLC Overview

Jana Partners Llc is a hedge fund that manages 13.9 BN dollars in regulatory AUM and has 51 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 34% of the manager's regulatory AUM.

JANA PARTNERS LLC StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JANA PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CAG 17.61% Cons. Staples 1.15% 1.08% 2 13%
LBRDK 9.54% Cons. Disc. -2.97% -0.43% 3 8%
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JANA PARTNERS LLC Founders and Key Employees

Name Title In Position Since
Barry Rosenstein Managing Partner And Co-Portfolio Manager April-2001
Gary Claar Non-Managing Member January-2013
Charles Penner Chief Legal Officer And Partner April-2005
Dominic Varrialle Chief Financial Officer May-2010
Jay Young Chief Administrative Officer September-2011
David Didomenico Partner And Co-Portfolio Manager April-2011
Nikhil Mittal Partner January-2012
Scott Ostfeld Partner And Co-Portfolio Manager, Jana Strategic Investments December-2009
Lorelei B. Martin Chief Compliance Officer June-2012
Barry Rosenstein Direct Owner Of Relying Adviser September-2010
Charles Penner Direct Owner Of Relying Adviser September-2010
Scott Ostfeld Direct Owner Of Relying Adviser September-2010

JANA PARTNERS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

JANA PARTNERS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis and Investment Strategies
While our methods of analysis and investment strategy may vary to some extent for each Client Account, we primarily employ a long/short “value + catalyst” strategy to identify attractive investment opportunities over the full cycle of market and economic conditions. We primarily seek investments that can be made at discounts to our estimates of intrinsic value as determined by fundamental analysis and where there are one or more identifiable catalysts for recognition of that value within a defined investment timeframe. Such catalysts may include, among other events, a material corporate event (such as a sale of the company, restructuring or recapitalization), a significant change in the business model or a change in management, competitive position, or market recognition. Our short strategy typically represents the inverse of our long strategy. Also, in some c...
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JANA PARTNERS LLC Portfolio Concentration

JANA PARTNERS LLC Location

767 FIFTH AVENUE
8TH FLOOR
NEW YORK, New York
UNITED STATES, 10153

JANA PARTNERS LLC Contact Information

Phone Number: 212-455-0900
Fax Number: 212-455-0901
Website:

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